将承诺转化为进展减少石油和天然气行业排放的问责框架（英）2024

Investment Rating - The report does not explicitly provide an investment rating for the oil and gas industry but emphasizes the need for significant emissions reductions and accountability measures to align with climate goals. Core Insights - The oil and gas industry is responsible for nearly 15% of global energy-related greenhouse gas emissions, yet it accounts for only 1% of total clean energy investment globally [12] - The Oil and Gas Decarbonization Charter (OGDC) was established to accelerate efforts in reducing emissions, with 54 companies currently signed on [14][20] - Achieving a 75% reduction in methane emissions by 2030 is critical to limit global warming to 1.5 °C, as outlined in the Paris Agreement [12][21] - The report highlights the importance of transparency and accountability in emissions reporting, with a framework developed to assess progress towards OGDC commitments [42][43] Summary by Sections Accountability Framework - The IEA-IMEO-EDF initiative aims to support real emissions reductions and improve understanding of companies' progress towards their goals [9][10] - The framework includes metrics for planning, execution, and disclosure, with the first full assessment scheduled for 2025 [10][42] Emissions Reduction Targets - Current industry pledges cover just under half of global oil and gas production, aiming for near-zero upstream methane emissions by 2030 [21] - The OGDC commitment could lead to a 17% reduction in upstream oil and gas methane emissions if fully achieved [36] Methane Emissions and Flaring - Methane emissions from oil and gas operations are estimated at 80 million tonnes in 2023, with flaring levels remaining constant at nearly 150 billion cubic meters [25][26] - The report stresses the need for a more ambitious approach to tackle methane emissions and flaring, which are significant contributors to greenhouse gas emissions [13][25] Transparency and Reporting - The Accountability Framework includes metrics for target setting, strategies for implementation, and disclosure practices to ensure companies are on track to meet their commitments [42][43] - Companies are encouraged to report their emissions data transparently, using robust measurement standards [32][53] Investment in Clean Energy - The OGDC recognizes the importance of investment in clean energy technologies, including renewables and carbon capture [48] - Companies are expected to set targets for investing in low-emissions technologies as part of their commitment to reducing greenhouse gas emissions [62][73]